INVESSENT, LLC

DOS Process Agent

Name	Role	Address
INVESSENT, LLC	DOS Process Agent	1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, United States, 14614

U.S. Small Business Administration Profile

The U.S. Small Business Administration (SBA) helps Americans start, grow, and build resilient businesses.

Note: SBA was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation. SBA reviews Congressional and testifies on behalf of small businesses. It assesses the impact of regulatory burden on small businesses.

Phone Number:

585-510-7060

E-mail Address:

jarrett@invessent.com

Contact Person:

JARRETT FELTON

Ownership and Self-Certifications:

Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business

User ID:

P2894920

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:

WY2LRWF27TT3

CAGE Code:

9CCE1

UEI Expiration Date:

2024-08-17

Business Information

Activation Date:

2023-08-22

Initial Registration Date:

2022-08-04

History

Start date	End date	Type	Value
2020-05-07	2024-03-27	Address	1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, 14614, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
240327003353	2024-03-27	BIENNIAL STATEMENT	2024-03-27
200709000385	2020-07-09	CERTIFICATE OF PUBLICATION	2020-07-09
200507010161	2020-05-07	ARTICLES OF ORGANIZATION	2020-05-07

Trademarks Section

Serial Number:

90845172

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2021-07-23

Mark Drawing Type:

Illustration: Drawing or design without any word(s)/letter(s)/number(s)

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruct...

International Classes:

041 - Primary Class

Class Status:

Active

For:

Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth...

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

90832853

Mark:

INVESSENT

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2021-07-16

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

INVESSENT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruct...

International Classes:

041 - Primary Class

Class Status:

Active

For:

Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth...

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97590581

Mark:

WEALTH REVEALED

Status:

A third request for extension of time to file a Statement of Use has been granted.

Mark Type:

Trademark, Service Mark

Application Filing Date:

2022-09-14

Mark Drawing Type:

3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)

Mark Literal Elements:

WEALTH REVEALED

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Audio and video recordings featuring instruction and information in the field of economics, financial literacy, financial education, and personal and household finance; Downloadable educational media, namely, audio files, video recordings, and multimedia files featuring instruction and information i...

International Classes:

009 - Primary Class

Class Status:

ACTIVE

For:

Publications and printed matter, namely, books, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, leaflets, guides, and charts, in the field of economics, financial literacy, financial education, and personal and household finance

International Classes:

016 - Primary Class

Class Status:

ACTIVE

For:

Educational services in the nature of providing and conducting financial education classes, seminars, symposiums, colloquiums, workshops, and personal coaching in the field of economics, financial literacy, and personal and household finance; Educational services, namely, providing online instructio...

International Classes:

041 - Primary Class

Class Status:

ACTIVE

Serial Number:

97432880

Mark:

WEALTH REVEALED

Status:

A third request for extension of time to file a Statement of Use has been granted.

Mark Type:

Trademark, Service Mark

Application Filing Date:

2022-05-27

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

WEALTH REVEALED

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Audio and video recordings featuring instruction and information in the field of economics, financial literacy, financial education, and personal and household finance; Downloadable educational media, namely, audio files, video recordings, and multimedia files featuring instruction and information i...

International Classes:

009 - Primary Class

Class Status:

ACTIVE

For:

Publications and printed matter, namely, books, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, leaflets, guides, and charts, in the field of economics, financial literacy, financial education, and personal and household finance

International Classes:

016 - Primary Class

Class Status:

ACTIVE

For:

Educational services in the nature of providing and conducting financial education classes, seminars, symposiums, colloquiums, workshops, and personal coaching in the field of economics, financial literacy, and personal and household finance; Educational services, namely, providing online instructio...

International Classes:

041 - Primary Class

Class Status:

ACTIVE

Name:	INVESSENT, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	07 May 2020 (5 years ago)
Entity Number:	5747778
ZIP code:	14614
County:	Monroe
Place of Formation:	New York
Address:	1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, United States, 14614

Company Details

DOS Process Agent

U.S. Small Business Administration Profile

Unique Entity ID

Business Information

History

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

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